I am looking for a someone to help set up an excel database for existing customers who order product and earn reward points. The points can be redeemed and expire after 18 months. the customers earn points on different levels (top tier get higher percentage of reward points) and the customer can go up or down levels based on their total purchases for the last 6 months.
Customers can also be invoiced for their order and only receive points once we receive payment (however, points expire 18 months from the date of the order).
I want a monthly total of customers and total points, plus notice of points to expire in 30 days, 60 days, 90 days, & 120 days.
I want to have a separate sheet for each client (we have set clients and I will need to have their address and contact info) We have approximately 25 clients right now, and will be adding more in the future, so I want the database set up so I can easily add a new client as they begin to order from us.
We want to generate monthly ema...